How big is Schumaker Bertsch's plan?

Schumaker Bertsch's plan reported $10K in assets and 3 participants for 2024.

Original filing (PDF)20250718135627NAL0002697424001

Schumaker Bertsch

Name: Schumaker Bertsch — Schumaker Bertsch 401(k) Plan, Form 5500 (2024)
Creator: Schumaker Bertsch
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schumaker Bertsch 401(k) Plan

401(k) retirement plan · Schumaker Bertsch's Schumaker Bertsch 401(k) Plan held $10K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

People on this filing

Marcus Bowie signed Schumaker Bertsch's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Schumaker Bertsch's EIN is 86-1589926.

EIN 86-1589926

Plan number 001

Plan year 2024

ACK ID 20250718135627NAL0002697424001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schumaker Bertsch from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schumaker Bertsch's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHUMAKER BERTSCH.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score